ODFL vs SNDR
OLD Dominion Freight Line, Inc. and Schneider National, Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | ODFL | SNDR |
|---|---|---|
| Revenue | $5.5B | $5.7B |
| Net income | $1.0B | $103.6M |
| Gross margin | · | · |
| Net margin | 18.6% | 1.8% |
| Return on equity | 23.9% | 3.4% |
| Diluted EPS | $4.84 | $0.59 |
| Dividend / share | $1.12 | $0.38 |
| Payout ratio | 23.0% | 64.7% |
| Free cash flow | $955.1M | $285.4M |
| Equity | $4.3B | $3.0B |
| Net debt / equity | −0.02× | 0.06× |
| Current ratio | 1.44× | 2.13× |
| Revenue CAGR 5y | 6.5% | 4.5% |
| Profit CAGR 5y | 8.8% | −13.3% |
ODFL and SNDR book revenue within 15% of each other, and keeps more of each dollar of revenue as profit (18.6% against 1.8%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | ODFL | SNDR |
|---|---|---|
| FY2025 | $5.5B | $5.7B |
| FY2024 | $5.8B | $5.3B |
| FY2023 | $5.9B | $5.5B |
| FY2022 | $6.3B | $6.6B |
| FY2021 | $5.3B | $5.6B |
| FY2020 | $4.0B | $4.6B |
| FY2019 | $4.1B | $4.7B |
| FY2018 | $4.0B | $5.0B |
| FY2017 | $3.4B | $4.4B |
| FY2016 | $3.0B | $4.0B |
Bottom line
| Fiscal year | ODFL | SNDR |
|---|---|---|
| FY2025 | $1.0B | $103.6M |
| FY2024 | $1.2B | $117.0M |
| FY2023 | $1.2B | $238.5M |
| FY2022 | $1.4B | $457.8M |
| FY2021 | $1.0B | $405.4M |
| FY2020 | $672.7M | $211.7M |
| FY2019 | $615.5M | $147.0M |
| FY2018 | $605.7M | $268.9M |
| FY2017 | $463.8M | $389.9M |
| FY2016 | $295.8M | $156.9M |
11 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$177,911,000 | SNDR |
| FY2024 | +$524,310,000 | ODFL |
| FY2023 | +$367,252,000 | ODFL |
| FY2022 | −$344,323,000 | SNDR |
| FY2021 | −$352,372,000 | SNDR |
| FY2020 | −$537,671,000 | SNDR |
| FY2019 | −$637,889,000 | SNDR |
| FY2018 | −$933,305,000 | SNDR |
| FY2017 | −$1,025,488,000 | SNDR |
| FY2016 | −$1,054,183,000 | SNDR |
| FY2015 | −$986,958,000 | SNDR |
The higher-revenue side has changed between ODFL and SNDR over this period. The gap has narrowed since the earliest year compared.
11 of 18 comparable fiscal years — a year missing data on either side is not counted.
11 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +16.8 pp | ODFL |
| FY2024 | +18.2 pp | ODFL |
| FY2023 | +16.8 pp | ODFL |
| FY2022 | +15.1 pp | ODFL |
| FY2021 | +12.5 pp | ODFL |
| FY2020 | +12.1 pp | ODFL |
| FY2019 | +11.9 pp | ODFL |
| FY2018 | +9.6 pp | ODFL |
| FY2017 | +4.9 pp | ODFL |
| FY2016 | +6.0 pp | ODFL |
| FY2015 | +6.7 pp | ODFL |
ODFL has kept the higher net margin in every one of these 11 fiscal years.
11 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
ODFL's net margin has been more volatile than SNDR's over the 11 comparable fiscal years — 4.0 percentage points of standard deviation against 2.1.
11 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
ODFL led in net margin in every one of the 11 comparable fiscal years — a structural lead, not a recent swing.
11 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
SNDR's return on equity has been more volatile than ODFL's over the 8 comparable fiscal years — 5.3 percentage points of standard deviation against 5.3.
8 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
ODFL led in return on equity in every one of the 8 comparable fiscal years — a structural lead, not a recent swing.
8 of 18 comparable fiscal years — a year missing data on either side is not counted.